29 Jul 2019

iSheets - View and sort items

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If permissions have not been enabled on an iSheet, then every user has the ability to view every item. 

Every item within that iSheet will have a View button located in More actions > View:

Clicking View will display the Details screen:

Which is similar to the Add item screen, but all of the fields are read-only. From the Details screen, you can choose to edit or delete the item (if you have the correct permissions) or print or export the item to .pdf - via More actions:

At the bottom of the page, whoever created and last modified the item and when they did so is displayed. If permissions have been enabled on an iSheet limiting which items a user can view, then the item will not be listed at all when the iSheet is viewed.

Views

Views allow you to 'break up' an iSheet. This means, for example, that if there are 150 columns in one iSheet, you can create 10 views with 15 columns in each. Making it easier to dissect and navigate your way around the iSheet. An iSheet can have any number of views and each view lists the iSheet items in a table format:

Any views that you have access to will, be displayed in the View drop-down menu:

One of these views will be displayed by default and the rest are listed in an order determined by the user who originally configured the iSheet. Views can control which columns and which rows of data a user will be able to view.

The most important aspect of a view is that it controls most of the actions that a user can perform. If views include a filter limiting which rows are returned, then any search that you perform is limited to those rows. Printing and exporting are also limited to the rows in the currently selected view.

Navigating

The number of items in the view is shown to the left of the iSheet search field.

By default, each page in a view shows 100 items.  A user can navigate from page to page using the navigation links at the bottom of the page. More items can be loaded by clicking Load more.

Sorting

Every column in the view can be sorted either in ascending or descending order based on the column type (dates are handled differently from text) by clicking on the column heading. On the first click the column will sort in ascending (here, sorting by state abbreviation):

Then in descending order:

Only one column can be used for sorting at a time. 

Sorting orders all of the items in the view across all pages, not just the 100 items in the current page.

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